Loading
Manage Your Quotes with CPQ
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Optimize Column Widths in Quote Line Editor

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Optimize Column Widths in Quote Line Editor

            To give sales reps the ability to customize the layout of the quote line editor, add the ability to resize column widths. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer '20 and later

            After an administrator has enabled the feature and assigned users the correct permissions, sales reps can adjust column widths in the quote line editor. This feature is available with Large Quote Experience.

            Click-and-drag the edge of the column you'd like to resize. Your changes are auto-saved and they persist, so when you open the quote line editor again you don’t have to resize your columns.

            You can resize columns, but not rows. When you resize a column in a field set, you don't resize it for other field sets. Navigate to each field set and resize accordingly. There are minimum column widths to ensure that you don’t inadvertently hide a column.

            To reset your columns to the system default, click the settings gear and choose Reset Column Widths.

            User Permissions Needed
            OBJECT CREATE READ UPDATE DELETE
            ColumnMetadata Yes Yes Yes Yes
            FieldSetMetadata Yes Yes Yes Yes

            Considerations

            You can resize columns in the full Salesforce site only. The column widths also apply to the Salesforce mobile app. Ensure the column widths you select work for both.

            Resetting to the default is available only in the full Salesforce site.

             
            Loading
            Salesforce Help | Article